ELFA Q3 Economic Outlook: Record Demand Outruns a Sticky Inflation Problem

The hits keep coming in 2026. Tensions remain volatile in the Middle East, trade policy changes quickly, and significant changes are underway at the Fed. All that comes at a time when inflation appears to be heading the wrong direction and labor market fragilities are once again rearing their head. It’s a tough time to be making policy, and an even harder time trying to understand where the economy is headed. Join ELFA Chief Economist Tim Mahedy as he leans on his time at the Fed to explain where the economy and monetary policy are headed.

Learning Objectives:

* Gain clarity on the economic outlook and the direction of monetary policy.

* Learn how the Fed thinks about the economy and its mandate in 2026.

* Understand what is driving the recent upswing in market rates and whether they are expected to reverse.

* Learn how structural changes at the Fed are expected to impact FOMC communication and the equipment finance industry